AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Snipd AI
Chip industry facing slowdown in investment despite boom in chip sales, United Airlines showing strong performance, focus on enterprise software earnings. Steven Jacobs discusses who is buying office buildings. Exciting insights on market trends and strategies.
Read more
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Chip industry shows cyclicality through ASML revenue decline, indicating changing demand patterns.
- United Airlines' operational efficiency and adaptive strategy in response to Boeing's challenges drive revenue growth.
Deep dives
ASML's Declining Revenue and Chip Industry Insights
ASML, the global supplier of machines for chip makers, experienced a 22% year-over-year revenue decline for ultraviolet lithography equipment. This dip hints at shifting demand patterns in the semiconductor industry, possibly due to advanced capacity planning by chip makers. The sales of ASML's expensive machines, crucial for silicon circuit etching, reflect the cyclical nature of the chip manufacturing business, with sales varying from dozens to hundreds per quarter.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode